JGC
PPLI

J. Goldman & Co’s People Inc PPLI Stock Holding History

J. Goldman & Co’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-70,641
Closed -$2.92M – 400
2023
Q3 		$2.92M Sell
70,641
-258,833
-79% -$12.6M 0.1% 175
2023
Q2 		$17M Buy
+329,474
New +$15.1M 0.62% 44
2020
Q3 		– Sell
-340,184
Closed -$19.7M – 347
2020
Q2 		$19.7M Buy
+340,184
New +$15.1M 1.22% 21
2018
Q2 		– Sell
-134,245
Closed -$3.75M – 394
2018
Q1 		$3.75M Buy
+134,245
New +$3.54M 0.16% 154
2017
Q1 		– Sell
-722,927
Closed -$8.37M – 361
2016
Q4 		$8.37M Buy
722,927
+317,819
+78% +$3.72M 0.55% 53
2016
Q3 		$4.52M Sell
405,108
-890,229
-69% -$9.4M 0.26% 117
2016
Q2 		$13M Buy
+1,295,337
New +$12M 0.68% 31
2016
Q1 		– Sell
-753,399
Closed -$8.09M – 324
2015
Q4 		$8.09M Buy
753,399
+554,398
+279% +$6.42M 0.83% 27
2015
Q3 		$2.32M Sell
199,001
-697,719
-78% -$9.27M 0.2% 133
2015
Q2 		$12.8M Buy
+896,720
New +$11.9M 0.78% 30
2014
Q4 		– Sell
-475,610
Closed -$5.38M – 234
2014
Q3 		$5.6M Buy
+475,610
New +$5.75M 0.34% 87

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

J. Goldman & Co's PPLI Position: Q4 2023 in Review

J. Goldman & Co sold out of People Inc (PPLI) in Q4 2023, closing a stake of 70,641 shares — an estimated $2.92M sold.

J. Goldman & Co first reported a position in PPLI in Q3 2014 and held it in 11 quarters. The position peaked at $19.7M in Q2 2020. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • J. Goldman & Co reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • J. Goldman & Co sold 70,641 People Inc shares in Q4 2023, an estimated $2.92M.
  • J. Goldman & Co first reported a position in People Inc in Q3 2014 and held it in 11 quarters.
  • J. Goldman & Co's People Inc position peaked at $19.7M in Q2 2020.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on J. Goldman & Co's 13F filing for Q4 2023, filed 14 Feb 2024.